Callodine Capital Management, Lp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.43B
Q ending 2026-03-31
Prior quarter
$1.25B
Q ending 2025-12-31
Change
+14.8% QoQ · +137.9% YoY
Positions
56
reported holdings

Largest positions

All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spectrum Brands Holdings IncSPBShares$151.0M2.0M
Viatris IncVTRSShares$109.7M8.1M
Wolverine World Wide IncWWWShares$73.5M4.5M
Gsk PlcGSKShares$69.5M1.3M
British Amern Tob PlcBTIShares$63.0M1.1M
Global Pmts IncGPNShares$57.3M851K
Match Group Inc NewMTCHShares$51.9M1.7M
Blackstone IncBXShares$51.9M451K
Perdoceo Ed CorpPRDOShares$49.0M1.3M
Apollo Global Mgmt IncAPOShares$48.9M439K
Capital One Finl CorpCOFShares$48.0M263K
Ovintiv IncOVVShares$43.6M734K
Four Corners Ppty Tr IncFCPTShares$37.0M1.6M
Energy Transfer L PETShares$36.2M1.9M
Owens Corning NewOCShares$35.4M327K
Realty Income CorpOShares$34.0M555K
Wells Fargo & CoWFCShares$31.5M396K
Ss&C Tech HldgsSSNCShares$30.4M449K
Udr IncUDRShares$28.2M834K
Blue Owl Capital IncOWLShares$26.9M3.0M
Baxter Intl IncBAXShares$22.1M1.3M
Target CorpTGTShares$21.3M176K
Millrose Pptys IncMRPShares$21.3M762K
Dynex Cap IncDXShares$21.3M1.7M
Shutterstock IncSSTKShares$21.1M1.3M
Sixth Street Specialty LendiTSLXShares$20.8M1.1M
On Semiconductor CorpONShares$20.5M331K
Bath & Body Works IncBBWIShares$19.6M1.1M
Altria Group IncMOShares$17.5M265K
Jack In The Box IncJACKShares$17.0M1.8M
Ugi Corp NewUGIShares$14.1M387K
Fs Kkr Cap CorpFSKShares$13.6M1.3M
Lazard IncLAZShares$13.1M308K
Blue Owl Capital IncOWLCall$12.3M1.3M
Graphic Packaging Hldg CoGPKShares$10.2M1.0M
Plains Gp Hldgs L PPAGPShares$9.5M390K
Genesis Energy L PGELShares$8.6M485K
Meritage Homes CorpMTHShares$8.3M135K
Extra Space Storage IncEXRShares$7.4M57K
Tripadvisor IncTRIPShares$6.1M576K
Shell PlcSHELShares$6.1M66K
Nuveen Churchill Direct LendNCDLShares$5.7M450K
Midcap Financial Invstmnt CoMFICShares$5.1M458K
Blue Owl Capital CorporationOBDCShares$5.0M450K
Plains All Amern Pipeline LPAAShares$4.5M200K
Cion Invt CorpCIONShares$4.2M612K
Kayne Anderson Bdc IncKBDCShares$4.0M292K
Golub Cap Bdc IncGBDCShares$2.5M200K
Blue Owl Technology Fin CorpOTFShares$2.2M175K
Barings Bdc IncBBDCShares$2.1M260K
Crescent Cap Bdc IncCCAPShares$1.5M120K
Blackrock Tcp Capital CorpTCPCShares$1.4M378K
Bain Cap Specialty Fin IncBCSFShares$1.3M107K
Blackstone Secd Lending FdBXSLShares$888K38K
Getty Images Holdings IncGETYShares$476K600K
Starwood Ppty Tr IncSTWDShares$344K20K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.